Independent Wealth Network Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,756 shares of VOO stock, worth $3.79 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

6,756

Previous 5,420 24.65%

Holding current value

$3.79 Million

Previous $2.86 Million 27.32%

% of portfolio

1.55%

Previous 1.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $697,178 - $746,583	1,336 Added 24.65%	6,756 $3.64 Million
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $69,854 - $77,571	-147 Reduced 2.64%	5,420 $2.86 Million
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $96,936 - $107,411	213 Added 3.98%	5,567 $2.78 Million
Q1 2024 May 20, 2024	BUY	$429.43 - $481.35 $2.3 Million - $2.58 Million	5,354 New	5,354 $2.57 Million
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $438,068 - $508,738	1,161 Added 28.37%	5,254 $2.29 Million
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $913,420 - $978,501	2,326 Added 131.64%	4,093 $1.61 Million
Q2 2023 Jul 12, 2023	BUY	$371.44 - $407.28 $32,315 - $35,433	87 Added 5.18%	1,767 $719,000
Q1 2023 Apr 18, 2023	BUY	$348.66 - $382.94 $110,873 - $121,774	318 Added 23.35%	1,680 $631,000
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $204,775 - $234,087	-625 Reduced 31.45%	1,362 $0
Q3 2022 Oct 17, 2022	SELL	$328.3 - $395.04 $723,573 - $870,668	-2,204 Reduced 52.59%	1,987 $652,000
Q2 2022 Jul 26, 2022	SELL	$337.07 - $419.85 $213,028 - $265,345	-632 Reduced 13.1%	4,191 $1.45 Million
Q1 2022 Apr 20, 2022	BUY	$382.7 - $439.25 $253,730 - $291,222	663 Added 15.94%	4,823 $2 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $87,514 - $97,460	222 Added 5.64%	4,160 $1.82 Million
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $1.54 Million - $1.64 Million	3,938 New	3,938 $1.68 Million

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Independent Wealth Network Inc. Vanguard Index Fds S&P 500 ETF Transaction History